United Bank

Bank

Position in DUK — Duke Energy CORP

CIK 1697791 Zebulon, GA

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$752,518

-$38,359 QoQ

Shares Held

5,945

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,243

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

United Bank holds $7,772,037 across 4 Utilities - Regulated Electric names. DUK ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	56,481	$5,405,796
2	NEE	Nextera Energy Inc	15,633	$1,372,108
3	DUK	Duke Energy CORP This page	5,945	$752,518
4	ED	Consolidated Edison Inc	2,184	$241,615

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$752,518	5,945	-1.6%	Shares	Sole	2026-08-10
2026-03-31	$790,877	6,040	-0.8%	Shares	Sole	2026-05-01
2025-12-31	$713,691	6,089	-0.9%	Shares	Sole	2026-02-05
2025-09-30	$760,196	6,143	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$724,284	6,138	-0.4%	Shares	Sole	2025-07-29
2025-03-31	$751,823	6,164	+5.2%	Shares	Sole	2025-05-06
2024-12-31	$631,464	5,861	+23.0%	Shares	Sole	2025-02-12
2024-09-30	$549,289	4,764	+2.7%	Shares	Sole	2024-11-01
2024-06-30	$464,766	4,637	-2.7%	Shares	Sole	2024-07-23
2024-03-31	$461,016	4,767	-14.1%	Shares	Sole	2024-05-10
2023-12-31	$538,669	5,551	-15.4%	Shares	Sole	2024-02-13
2023-09-30	$578,897	6,559	-37.5%	Shares	Sole	2023-10-27
2023-06-30	$941,552	10,492	-10.2%	Shares	Sole	2023-08-07
2023-03-31	$1,127,734	11,690	-1.3%	Shares	Sole	2023-05-12
2022-12-31	$1,220,225	11,848	-1.2%	Shares	Sole	2023-02-10
2022-09-30	$1,115,960	11,997	-14.2%	Shares	Sole	2022-11-10
2022-06-30	$1,499,224	13,984	-6.1%	Shares	Sole	2022-08-05
2022-03-31	$1,663,175	14,895	-2.1%	Shares	Sole	2022-05-09
2021-12-31	$1,596,263	15,217	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$1,478,098	15,146	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$1,496,595	15,160	-4.5%	Shares	Sole	2021-07-26
2021-03-31	$1,532,413	15,875	-3.7%	Shares	Sole	2021-05-12
2020-12-31	$1,510,099	16,493	+2.1%	Shares	Sole	2021-02-11
2020-09-30	$1,430,598	16,154	+3.5%	Shares	Sole	2020-11-10
2020-06-30	$1,246,763	15,606	-14.1%	Shares	Sole	2020-08-05
2020-03-31	$1,468,942	18,162	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.